David John Lenarduzzi
Financial Adviser in North Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000267024
- Location
- North Sydney NSW 2060
- Licensee
- Executive Wealth Solutions Pty Limited (AFSL 509230)
- Authorised since
- 17 August 2018
- First provided advice
- 1997
- Qualifications
- Diploma of Financial Planning, Financial Planning Association and Deakin University (2000); Justice of the Peace, Attorney Generals Dept NSW (2000); Certified Financial Planner, Financial Planning Association (2001); Diploma in Financial Markets, FINSIA (2002); Graduate Diploma of Financial Planning, Kaplan (2023)
- Memberships
- Financial Advice Association of Australia (FAAA); Tax Practitioners Board
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About David John Lenarduzzi
David John Lenarduzzi is a financial adviser in North Sydney, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000267024.
David provides advice as an authorised representative of Executive Wealth Solutions Pty Limited, which holds Australian financial services licence 509230. That authorisation dates from 17 August 2018.
According to the register, David first provided financial advice in 1997. The qualifications listed for David include Diploma of Financial Planning (Financial Planning Association and Deakin University, 2000), Justice of the Peace (Attorney Generals Dept NSW, 2000) and Certified Financial Planner (Financial Planning Association, 2001). David is recorded as a member of Financial Advice Association of Australia (FAAA) and Tax Practitioners Board.
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is David John Lenarduzzi a registered financial adviser?
Yes. David John Lenarduzzi is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000267024.
Which licensee does David John Lenarduzzi work under?
Executive Wealth Solutions Pty Limited, Australian financial services licence 509230.
What can David John Lenarduzzi give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.